OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI Model
Episode Description
The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to acquire Israeli startup AI21 and Laura Bratton about ServiceNow’s new agentic tool for the customer data wars. Lastly, we get into Meta’s $21 billion CoreWeave deal and new AI models with D.A. Davidson’s Gil Luria.
Articles discussed on this episode:
https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030
https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzles
https://www.theinformation.com/newsletters/the-briefing/meta-tries-light-fire-ai-market
Subscribe:
YouTube: https://www.youtube.com/@theinformation
The Information: https://www.theinformation.com/subscribe_h
Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.
Follow us:
X: https://x.com/theinformation
IG: https://www.instagram.com/theinformation/
